Perfromance Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Perfromance Wealth Partners’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-117,113	Closed	-$9.9M	–	184
2023 Q2	$9.9M	Buy	117,113 +825	+0.7%	+$67.6K	0.46%	20
2023 Q1	$9.66M	Buy	116,288 +19,940	+21%	+$1.71M	0.5%	20
2022 Q4	$7.95M	Buy	96,348 +5,814	+6%	+$482K	0.48%	23
2022 Q3	$7.26M	Buy	90,534 +86,582	+2,191%	+$8.1M	0.42%	24
2022 Q2	$360K	Sell	3,952 -66	-2%	-$6.58K	0.02%	117
2022 Q1	$435K	Sell	4,018 -84	-2%	-$8.89K	0.02%	115
2021 Q4	$476K	Buy	+4,102	New	+$448K	0.02%	118

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Perfromance Wealth Partners's VNQ Position: Q3 2023 in Review

Perfromance Wealth Partners sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 117,113 shares — an estimated $9.9M sold.

Perfromance Wealth Partners first reported a position in VNQ in Q4 2021 and held it in 7 quarters. The position peaked at $9.9M in Q2 2023. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

Perfromance Wealth Partners reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Perfromance Wealth Partners sold 117,113 Vanguard Real Estate ETF shares in Q3 2023, an estimated $9.9M.
Perfromance Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 7 quarters.
Perfromance Wealth Partners's Vanguard Real Estate ETF position peaked at $9.9M in Q2 2023.
1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Perfromance Wealth Partners's 13F filing for Q3 2023, filed 30 Oct 2023.